Iron Mountain Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Iron Mountain de 23.1% y 7.9% respectivamente, mientras que el BPA crecerá en un 26.1% al año.
Información clave
23.1%
Tasa de crecimiento de los beneficios
26.13%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Specialized REITs | 8.0% |
| Tasa de crecimiento de los ingresos | 7.9% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 16 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Artículo de análisis • Jun 18
Iron Mountain (IRM) Stock Could Be 21.6% Undervalued After Upsized $1.5b Notes Deal
Iron Mountain (IRM) has just completed an upsized fixed income offering, increasing its new 6.250% senior notes due 2035 to $1.5 billion from an initially planned $1.0 billion, with proceeds earmarked for debt repayment. See our latest analysis for Iron Mountain. Iron Mountain stock has pulled back slightly in the last day, with a 1-day share price return that declined 2.16%. Its 90-day share price return of 19.54% and year to date share price return of 50.70%, along with a 5-year total...
Actualización de narrativa • Jun 06
IRM: Higher P E Assumptions Will Heighten Risk From Any Execution Slippage
Analysts have lifted their price targets on Iron Mountain by $10 to $17. In line with this more constructive view, the updated model reflects a fair value estimate of about $74.89, a slightly lower discount rate, and modestly higher assumptions for revenue growth, profit margin, and future P/E.
Actualización de narrativa • May 22
IRM: Raised Guidance And P/E Assumptions Will Shape Forward Compounding Potential
Analysts have raised the Iron Mountain price target to $131.55 from $122.73 as they incorporate recent target increases from several firms and modest adjustments to assumptions for growth, profitability, and future P/E. Analyst Commentary Recent research on Iron Mountain has centered on how higher price targets line up with expectations for execution, growth, and the valuation investors are being asked to pay.Actualización de narrativa • May 03
IRM: Richer P E Assumptions Will Pressure Execution On Revenue And Margins
The analyst price target for Iron Mountain has been raised by several firms, supporting a modest increase in the fair value estimate to about $73 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple. Analyst Commentary Recent research on Iron Mountain has tilted generally constructive on fair value, but there are still pockets of caution that are worth weighing before you lean too heavily on the higher price targets.Seeking Alpha • Apr 30
Iron Mountain: Blowout Earnings Thanks To Synergistic Storage/AI Offerings -- Maintain Buy
Summary IRM's FQ1'26 earnings call saw strong organic revenue growth, margin expansion, and raised FY2026 guidance, underscoring resilient and profitable growth prospects. The data center segment is the REIT's key growth driver, benefiting from AI-driven demand, high utilization/growing footprint, and elevated renewal pricing. The Asset Lifecycle Management segment also benefits from the tight GPU/memory chip supply environment, with it consequently triggering the growing decommissioning/remarketing trends. IRM trades at reasonable valuations versus peers while offering a more than decent dividend yield at 3% and a projected total return of ~25% from current levels. These developments underscore the REIT's highly synergistic business model across physical and digital storage/decommissioning services during the multi-year cloud supercycle. Read the full article on Seeking AlphaActualización de narrativa • Apr 19
IRM: Fine Tuning Discount Rate And P/E Will Shape Forward Compounding Potential
Analysts made a marginal adjustment to Iron Mountain's fair value estimate, trimming it by about $0.09 to reflect a slightly lower discount rate and a modestly revised future P/E assumption, following the recent $1 increase in the Street's price target to $127. Analyst Commentary Bullish analysts are treating the recent $1 lift in the Street price target to $127 as a modest but supportive signal for Iron Mountain, with the internal fair value adjustment of about $0.09 largely viewed as a technical clean up rather than a change in fundamental conviction.Actualización de narrativa • Apr 04
IRM: Sector Caution And Execution Risks Will Pressure Premium P E Multiple
Iron Mountain's analyst price target has been increased by $1 to $127, with analysts citing modest adjustments in revenue growth, profit margin and P/E assumptions to reflect recent sector research and updated REIT group views. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental price target adjustments, with Barclays moving its target to $127 from $126 and previously to $126 from $123.Actualización de narrativa • Mar 21
IRM: 2026 REIT Outlook And Guidance Will Support Future Compounding Potential
Analysts have nudged their price target on Iron Mountain higher, with a roughly $3 increase supported by slightly higher fair value estimates, a modestly lower discount rate, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Iron Mountain is limited but generally constructive, with several bullish analysts fine tuning their models and price targets while flagging a few areas for investors to monitor.Actualización de narrativa • Mar 07
IRM: Sector Headwinds And Execution Risks Will Eventually Pressure Premium Multiple
Narrative Update: Iron Mountain The intrinsic value estimate for Iron Mountain has been revised higher, with the analyst price target moving up by $1 to $127 as analysts factor in updated assumptions for discount rate, revenue growth, profit margin and future P/E while aligning with the recent Street target increase. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental target adjustments and how the stock fits into broader sector views.Actualización de narrativa • Feb 20
IRM: 2026 REIT Outlook And Guidance Will Frame Future Compounding Potential
The analyst price target for Iron Mountain has been raised by $3 to $126, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the change. Analyst Commentary Recent research on Iron Mountain centers on how it fits within the broader real estate investment trust group, with the updated US$126 price target reflecting refreshed thinking on sector positioning, valuation, and growth assumptions.Actualización de narrativa • Feb 06
IRM: Short Seller Accounting Concerns Will Eventually Pressure Premium Multiple
Analysts have lifted their Iron Mountain price target by $3 to $126, citing updated REIT group assumptions, modest adjustments to growth and margin forecasts, and continued support from recent research defending the stock following the short report. Analyst Commentary Recent research on Iron Mountain has centered on price target fine tuning and reactions to the short report, giving you a window into how the sell side is thinking about both risk and reward.Actualización de narrativa • Jan 23
IRM: Short Seller Accounting Allegations Will Trigger Overvaluation Reset Despite Supportive Research
Narrative Update Analysts have nudged their Iron Mountain outlook higher, with the price target increasing by $3 to $126. This is supported by refreshed models that reflect modestly adjusted growth, margin and discount rate assumptions, along with continued supportive views in recent research commentary.Actualización de narrativa • Jan 07
IRM: Short Seller Accounting Allegations Will Drive Bearish Repricing Ahead
Analysts have lifted their Iron Mountain price target to US$123 from US$122, citing updated company modeling and confidence that recent short-seller concerns are already well understood and unlikely to alter the long term growth narrative. Analyst Commentary Recent research comments around Iron Mountain have centered on how much weight to place on the short report and what it means for long term execution and growth risks.Actualización de narrativa • Dec 22
IRM: Leverage And Accounting Concerns Will Drive Bearish Repricing Ahead
Analysts have raised their price target on Iron Mountain by about $4 to approximately $123, citing continued confidence in double digit growth compounding and management's reassurances that recent short seller concerns are a temporary distraction rather than a change in fundamentals. Analyst Commentary Recent research updates have emphasized that the latest short report is unlikely to alter the long term growth trajectory for Iron Mountain, with several firms reiterating positive ratings and modestly lifting price targets.Actualización de narrativa • Dec 08
IRM: Digital And Data Center Expansion Will Drive Long-Term Compounding Despite Short Report
Analysts have nudged their blended price target on Iron Mountain modestly higher to about $117 per share, citing continued confidence in double digit growth, resilient data center and digital expansion, and recent supportive research that raised targets to the $120 to $125 range despite short seller noise. Analyst Commentary Recent Street commentary on Iron Mountain has been broadly supportive, with most research notes emphasizing resilient fundamentals, execution on growth initiatives, and a limited fundamental impact from recent short seller noise.Actualización de narrativa • Nov 24
IRM: Continued Expansion Into Digital Solutions Will Drive Long-Term Momentum
The analyst fair value estimate for Iron Mountain has been slightly increased to $116.73 from $116.45. Analysts cite the company's resilience to recent short reports and ongoing strength in its growth initiatives.Actualización de narrativa • Nov 07
IRM: Expanding Data Centers And Digital Offerings Will Drive Future Momentum
Iron Mountain's analyst fair value estimate increased from $114.50 to $116.45 as analysts highlighted accelerating growth from digital and data center initiatives. They cited strengthened cross-selling opportunities and model adjustments in the sector.Seeking Alpha • Apr 29
Hammered Prices, Elevated Yields: Iron Mountain's Income Sweet Spot
Summary Iron Mountain (IRM) stock has declined significantly, but its dividend yield is now more attractive, supported by a robust underlying business and capital discipline. The company excels in providing comprehensive storage and information management solutions, with strong growth in digital solutions and data center platforms. Q4 performance was solid with 11.4% YOY sales growth, and the company maintains a strong balance sheet with $3.3 billion in liquidity. Despite risks like a high payout ratio and potential earnings volatility, IRM's diversified model and growth prospects make it a strong investment at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Iron Mountain: Near-Term Growth Trajectory Is A Concern
Summary I am neutral on Iron Mountain (IRM) due to near-term execution risks and high valuation despite compelling long-term growth drivers in data centers and ALM. IRM's data center business is a significant growth catalyst, with strong revenue and margin expansion, but near-term pricing pressures and missed leasing targets are concerning. IRM's balance sheet risk is notable, with high leverage and increasing capex potentially pressuring free cash flow and limiting debt reduction and capital returns. At 48x NTM PE, IRM is expensive, and any growth disappointments or balance sheet issues could negatively impact investor sentiment, warranting a hold rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Iron Mountain's Warranted Correction Triggers A Richer Return Profile Ahead
Summary IRM has already lost all of its July/ August 2024 market rotation gains, with it offering interested investors with an improved margin of safety. This is significantly aided by the rich dividend hike by +10%, well exceeding historical averages, with it triggering the REIT's richer return profile moving forward. IRM is set to report increased data center leasing over the next few quarters, significantly aided by the recent acquisition & the eventual capacity growth to over 1.2 GW (+30%). Despite the ongoing investments, the management has committed to a leverage target of between 4.5x and 5.5x, with it underscoring their focus to deliver growth sustainably. With IRM currently retesting the H2'24 support levels/ 200 day moving averages of $100s, we urge readers to observe the stock price movement for a little longer before adding. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Iron Mountain: Well-Run REIT, Overpriced For Now
Summary Iron Mountain Incorporated generates strong revenue, earnings, and AFFO growth with a robust business model that offers non-cyclical continuity. IRM's high P/E ratio and low forward dividend yield of 2.55% indicate overvaluation. Management is adept at generating a high ROE and finding new ways to monetize services. I rate Iron Mountain stock as a “Hold” currently due to its high stock price valuation, waiting to buy shares on a pullback. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 9,265 | 805 | N/A | N/A | 6 |
| 12/31/2027 | 8,611 | 647 | 997 | 2,147 | 10 |
| 12/31/2026 | 7,918 | 581 | 400 | 1,807 | 10 |
| 3/31/2026 | 7,245 | 272 | -781 | 1,481 | N/A |
| 12/31/2025 | 6,902 | 145 | -1,103 | 1,340 | N/A |
| 9/30/2025 | 6,640 | 159 | -1,267 | 1,272 | N/A |
| 6/30/2025 | 6,443 | 41 | -1,160 | 1,257 | N/A |
| 3/31/2025 | 6,266 | 122 | -1,009 | 1,264 | N/A |
| 12/31/2024 | 6,150 | 180 | -770 | 1,197 | N/A |
| 9/30/2024 | 5,988 | 105 | -462 | 1,212 | N/A |
| 6/30/2024 | 5,819 | 229 | -449 | 1,180 | N/A |
| 3/31/2024 | 5,643 | 194 | -443 | 1,115 | N/A |
| 12/31/2023 | 5,480 | 184 | -327 | 1,114 | N/A |
| 9/30/2023 | 5,340 | 278 | -297 | 1,034 | N/A |
| 6/30/2023 | 5,238 | 379 | -200 | 1,028 | N/A |
| 3/31/2023 | 5,170 | 579 | -66 | 1,002 | N/A |
| 12/31/2022 | 5,104 | 557 | -26 | 928 | N/A |
| 9/30/2022 | 4,984 | 496 | -7 | 856 | N/A |
| 6/30/2022 | 4,827 | 372 | -4 | 716 | N/A |
| 3/31/2022 | 4,658 | 447 | 49 | 745 | N/A |
| 12/31/2021 | 4,492 | 450 | 76 | 759 | N/A |
| 9/30/2021 | 4,392 | 636 | 190 | 824 | N/A |
| 6/30/2021 | 4,298 | 607 | 321 | 938 | N/A |
| 3/31/2021 | 4,161 | 324 | 368 | 931 | N/A |
| 12/31/2020 | 4,147 | 343 | 474 | 988 | N/A |
| 9/30/2020 | 4,167 | 133 | 417 | 946 | N/A |
| 6/30/2020 | 4,193 | 202 | 380 | 976 | N/A |
| 3/31/2020 | 4,277 | 302 | 289 | 975 | N/A |
| 12/31/2019 | 4,263 | 267 | N/A | 967 | N/A |
| 9/30/2019 | 4,244 | 387 | N/A | 959 | N/A |
| 6/30/2019 | 4,243 | 357 | N/A | 972 | N/A |
| 3/31/2019 | 4,237 | 357 | N/A | 961 | N/A |
| 12/31/2018 | 4,226 | 366 | N/A | 936 | N/A |
| 9/30/2018 | 4,156 | 234 | N/A | 827 | N/A |
| 6/30/2018 | 4,060 | 182 | N/A | 795 | N/A |
| 3/31/2018 | 3,949 | 171 | N/A | 691 | N/A |
| 12/31/2017 | 3,846 | 176 | N/A | 721 | N/A |
| 9/30/2017 | 3,789 | 214 | N/A | 640 | N/A |
| 6/30/2017 | 3,766 | 193 | N/A | 657 | N/A |
| 3/31/2017 | 3,700 | 97 | N/A | 585 | N/A |
| 12/31/2016 | 3,511 | 101 | N/A | 544 | N/A |
| 9/30/2016 | 3,330 | 58 | N/A | 644 | N/A |
| 6/30/2016 | 3,133 | 76 | N/A | 569 | N/A |
| 3/31/2016 | 3,009 | 145 | N/A | 617 | N/A |
| 12/31/2015 | 3,008 | 123 | N/A | 542 | N/A |
| 9/30/2015 | 3,034 | 130 | N/A | 491 | N/A |
| 6/30/2015 | 3,070 | 107 | N/A | 457 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (23.1% al año) de IRM es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (23.1% al año) de IRM crezcan más rápidamente que el mercado US (18.8% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de IRM crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (7.9% al año) de IRM crezcan más despacio que el mercado de US (12.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 7.9% al año) de IRM crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de IRM se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/18 05:37 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Iron Mountain Incorporated está cubierta por 27 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Andrew Wittmann | Baird |
| Brendan Lynch | Barclays |
| Gary Bisbee | Barclays |